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Wade Dokken’s Summary

Founder of WealthVest Marketing, an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. WealthVest is unique in providing world-class marketing tools and an unsurpassed support system to its financial advisors – helping to make the best financial advisors even better. WealthVest gives advisors opportunities to work with the best carriers, products and services. WeathVest’s carriers include: Allianz, American Equity, ANICO, Aviva, Forethought, Life of the Southwest, Lincoln Financial Group, North American, Old Mutual, RBC and Reliance Standard. WealthVest marries highly-rated annuity products with a culture of networking, sharing, coaching and learning – to achieve powerful results.

WealthVest connects financial advisors to the best marketing coaches in the industry, including: Ron Carson, Carson Wealth Management, Peter Montoya, Tom Hamlin, Bill Good Marketing, and Dr. Ken Dycktwald. Marketing tools offered include: Marketing Partners, Advisor’s Products, Unlimited Fulfillment Services, Response Mail Express, Seminar Direct, CIS Marketing, Kramer Direct, Media Mastery, Ironstone Communications, and Wealth Tribes. WealthVest Marketing is headquartered in Bozeman, Montana, with offices in San Francisco, California.

Owner of PureWest Properties, the premier real estate firm for the luxury market in Southwestern Montana and the exclusive Christie’s Great Estates affiliate in the region. The PureWest team can provide both buyers and sellers with valuable insight and access to extensive market knowledge -- facilitating smooth, enjoyable, and focused real estate transactions within the Bozeman, Big Sky, Gallatin and Paradise Valley areas. Along with knowing where to find the best Montana properties, PureWest’s real estate professionals have unparalleled access to market statistics and trends, maximizing the negotiating power of both buyers and sellers.

Wade Dokken’s Specialties:

Marketing, Sales, Finance, Corporate Leadership, Financial Product Development, Organizational Development, Real Estate, Fixed Annuities, Fixed Indexed Annuities

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